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Portfolio (Quarterly) Guide ↗

Operose Advisors LLC

· CIK 0001909750
13F Portfolio $431M AUM 593 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 195 New 152 Added 69 Reduced 74 Exited
Page 15 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BK Bank of NY Mellon Co Financial Services 442.0 $52K 0.01% NEW $118.63 +19.6%
282 CLX Clorox Co Consumer Defensive 500.0 $52K 0.01% $103.63 -6.5%
283 BMY Bristol-Myers Squibb Company Healthcare 838.0 $51K 0.01% +338.0 +67.6% $60.65 -4.9%
284 NPK National Presto Industries Inc Industrials 366.0 $50K 0.01% $137.06 -10.1%
285 XLI Select Sector Industrial 306.0 $49K 0.01% -83.0 -21.3% $161.73 +13.8%
286 CEG CONSTELLATION ENERGY ORD WI Utilities 177.0 $49K 0.01% -87.0 -33.0% $279.45 -13.8%
287 RACE Ferrari NV Consumer Cyclical 146.0 $49K 0.01% +104.0 +247.6% $338.45 +12.5%
288 DFEM Dimensional Emerging Markets Cr Eq 2 ETF 1,408.0 $49K 0.01% NEW $34.55 +14.7%
289 SCHD Schwab US Dividend Equity ETF 1,577.0 $48K 0.01% +83.0 +5.6% $30.68 +5.0%
290 VONE Vanguard Russell 1000 ETF 163.0 $48K 0.01% -89.0 -35.3% $294.70 +15.0%
291 PNC PNC Financial Services Group Inc Financial Services 227.0 $47K 0.01% NEW $208.09 +19.8%
292 SONY Sony Group Corp Technology 2,271.0 $47K 0.01% +751.0 +49.4% $20.70 +0.0%
293 PAA Plains All American Pipeline LP Energy 2,096.0 $47K 0.01% +43.0 +2.1% $22.33 +0.2%
294 TDG TransDigm Group Inc Industrials 40.0 $46K 0.01% NEW $1158.95 +14.9%
295 CSX CSX Corp Industrials 1,125.0 $46K 0.01% +519.0 +85.6% $41.05 +19.6%
296 URI United Rentals Inc Industrials 63.0 $46K 0.01% +49.0 +350.0% $728.56 +50.7%
297 VBK Vanguard Small-Cap Growth ETF 151.0 $46K 0.01% $302.25 +19.3%
298 PGR Progressive Corp Financial Services 230.0 $46K 0.01% +167.0 +265.1% $198.24 +14.7%
299 PDP Invesco DWA Momentum ETF 377.0 $46K 0.01% +102.0 +37.1% $120.75 +19.3%
300 LRCX Lam Research Corp Technology 210.0 $45K 0.01% NEW $213.66 +70.8%
Page 15 of 30  ·  593 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Financial Services 18.3%
Communication Services 12.7%
Consumer Cyclical 10.2%
Healthcare 8.6%
Industrials 8.3%
Energy 4.0%
Consumer Defensive 1.6%
Utilities 1.4%
Basic Materials 0.2%